Relationship ManagerWealth Planner

Established Single-Family Office seeks Relationship Manager/Wealth Planner to service UHNW clients by providing a full suite of wealth management services. Responsibilities: Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters. Act as a subject matter expert on all technical issues. Focus on providing excellent client service, with no new business development required. Position offers excellent work/life balance and a strong career track within the firm. Qualifications: JD, CFP, CPWA, CIMA, and/or CPA is a plus. Minimum of 10 years experience working with HNW & UHNW individuals. Relocation Assistance Available. J-18808-Ljbffr